Latest RDA Financial Network Stock Portfolio

RDA Financial Network Performance:

2026 Q1: -3.87%YTD: -3.87%2025: 12.37%

Performance for 2026 Q1 is -3.87%, and YTD is -3.87%, and 2025 is 12.37%.

About RDA Financial Network and 13F Hedge Fund Stock Holdings

On 2026-04-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, RDA Financial Network reported an equity portfolio of $399.6 Millions as of 31 Mar, 2026.

The top stock holdings of RDA Financial Network are NVDA, GOOG, AVGO. The fund has invested 3.9% of it's portfolio in NVIDIA CORPORATION and 3.5% of portfolio in ALPHABET INC.

The fund managers got completely rid off NETFLIX INC (NFLX), ISHARES TR (AAXJ) and ALLIANT ENERGY CORP (LNT) stocks. They significantly reduced their stock positions in UBER TECHNOLOGIES INC (UBER), ISHARES INC (EMGF) and ORACLE CORP (ORCL). RDA Financial Network opened new stock positions in CROWDSTRIKE HLDGS INC (CRWD), INTUIT (INTU) and LULULEMON ATHLETICA INC (LULU). The fund showed a lot of confidence in some stocks as they added substantially to TJX COS INC NEW (TJX), AMERICAN CENTY ETF TR (AEMB) and GLOBAL X FDS (BITS).

RDA Financial Network Annual Return Estimates Vs S&P 500

Our best estimate is that RDA Financial Network made a return of -3.87% in the last quarter. In trailing 12 months, it's portfolio return was 12.09%.

Performance
S&P 500

New Buys

Ticker	$ Bought
crowdstrike hldgs inc	1,399,620
intuit	1,330,240
lululemon athletica inc	1,277,010
ishares tr	1,114,390
blackrock etf trust	1,008,830
ishares tr	951,733
blackrock etf trust	550,409
moodys corp	445,554

New stocks bought by RDA Financial Network

Additions

Ticker	% Inc.
tjx cos inc new	411
american centy etf tr	129
global x fds	109
asml hldg nv	97.84
invesco exch traded fd tr ii	67.82
public svc enterprise group	55.2
ishares tr	51.17
spdr series trust	45.95

Additions to existing portfolio by RDA Financial Network

Reductions

Ticker	% Reduced
uber technologies inc	-83.22
ishares inc	-77.03
oracle corp	-76.84
invesco exchange traded fd t	-73.74
cisco sys inc	-71.26
world gold tr	-66.13
chevron corporation	-66.05
kinder morgan inc del	-60.79

RDA Financial Network reduced stake in above stock

Sold off

Ticker	$ Sold
netflix inc	-1,394,960
snap inc	-112,044
nisource inc	-333,104
alliant energy corp	-467,195
ishares tr	-530,156
old rep intl corp	-246,000
consolidated edison inc	-394,110
fidelity national financial	-209,885

RDA Financial Network got rid off the above stocks

Sector Distribution

RDA Financial Network has about 46.9% of it's holdings in Others sector.

Sector	%
Others	46.9
Technology	18.6
Financial Services	6.7
Communication Services	6.7
Healthcare	5.2
Consumer Cyclical	4.6
Industrials	3.1
Consumer Defensive	2.9
Utilities	2.8
Energy	1.4

Market Cap. Distribution

RDA Financial Network has about 50.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	46.9
MEGA-CAP	34.1
LARGE-CAP	16
MID-CAP	1.7

Stocks belong to which Index?

About 50.2% of the stocks held by RDA Financial Network either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	49.9
S&P 500	47.9
RUSSELL 2000	2.3

Top 5 Winners (%)		%
COP	conocophillips	41.0 %
XOM	exxon mobil corp	39.0 %
XLB	select sector spdr tr	36.5 %
BKR	baker hughes company	33.4 %
	ge vernova inc	33.4 %

Top 5 Winners ($)		$
COST	costco wholesale corporation	0.6 M
TSM	taiwan semiconductor manufac	0.6 M
CVX	chevron corporation	0.5 M
MU	micron technology inc	0.4 M
WMT	walmart inc	0.4 M

Top 5 Losers (%)		%
NOW	servicenow inc	-30.2 %
ADBE	adobe inc	-29.6 %
KKR	kkr & co inc	-27.0 %
BX	blackstone inc	-25.3 %
AXON	axon enterprise inc	-25.0 %

Top 5 Losers ($)		$
MSFT	microsoft corp	-3.6 M
AVGO	broadcom inc	-1.5 M
GOOG	alphabet inc	-1.3 M
AMZN	amazon com inc	-1.2 M
META	meta platforms inc	-1.2 M

RDA Financial Network Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of RDA Financial Network

RDA Financial Network has 271 stocks in it's portfolio. About 28.5% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. COST was the most profitable stock for RDA Financial Network last quarter.

Last Reported on: 08 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.91	45,761	11,613,800	reduced	-3.25

AAXJ	ishares tr	0.78	22,667	3,136,380	added	1.66

AAXJ	ishares tr	0.37	15,691	1,489,860	reduced	-1.26

AAXJ	ishares tr	0.24	13,900	951,733	new

AAXJ	ishares tr	0.21	11,151	829,077	reduced	-48.65

AAXJ	ishares tr	0.20	8,620	780,541	reduced	-3.96

AAXJ	ishares tr	0.09	5,836	345,442	added	2.22

AAXJ	ishares tr	0.08	2,950	325,651	reduced	-3.09

AAXJ	ishares tr	0.07	2,763	278,289	reduced	-40.91

AAXJ	ishares tr	0.06	4,772	253,969	new

AAXJ	ishares tr	0.06	3,009	239,393	reduced	-5.94

AAXJ	ishares tr	0.05	2,591	215,626	reduced	-0.77

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.17	3,092	672,500	reduced	-1.4

ACES	alps etf tr	0.09	7,107	374,112	unchanged	0.00

ACIO	etf ser solutions	0.09	12,860	351,464	added	19.74

ACTV	two rds shared tr	0.56	240,619	2,241,460	added	6.78

ACWF	ishares tr	0.38	33,096	1,528,700	added	8.00

ACWF	ishares tr	0.18	10,444	733,900	reduced	-5.26

ACWF	ishares tr	0.10	5,740	402,834	reduced	-1.26